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Christen Leah Hardy

WESTEND CAPITAL MANAGEMENT, LLC.·SAN FRANCISCO, California
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86 GRAHAM STREET, SUITE 100, SAN FRANCISCO, CA 94129CRD# 6039980Firm CRD# 120545
01

About

Christen Leah Hardy is a registered financial advisor based in SAN FRANCISCO, California, affiliated with WESTEND CAPITAL MANAGEMENT, LLC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
WESTEND CAPITAL MANAGEMENT, LLC.
WESTEND CAPITAL MANAGEMENT, LLC.
AUM
$233M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at WESTEND CAPITAL MANAGEMENT, LLC. →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
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Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6039980
Firm CRD# 120545
6 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Christen Leah Hardy offer?
Christen Leah Hardy specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in SAN FRANCISCO, California for a consultation.
What are Christen Leah Hardy's credentials?
Christen Leah Hardy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Christen Leah Hardy located?
Christen Leah Hardy is based in SAN FRANCISCO, California, working with WESTEND CAPITAL MANAGEMENT, LLC.. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.
How does Christen Leah Hardy charge for services?
Christen Leah Hardy's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WESTEND CAPITAL MANAGEMENT, LLC.?
WESTEND CAPITAL MANAGEMENT, LLC. has approximately 4 employees and manages $233M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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